A detailed history of Pds Planning, Inc transactions in Wells Fargo & Company stock. As of the latest transaction made, Pds Planning, Inc holds 9,943 shares of WFC stock, worth $707,046. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,943
Previous 9,387 5.92%
Holding current value
$707,046
Previous $557,000 0.72%
% of portfolio
0.05%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$51.58 - $60.97 $28,678 - $33,899
556 Added 5.92%
9,943 $561,000
Q2 2024

Aug 07, 2024

BUY
$56.41 - $62.34 $56,692 - $62,651
1,005 Added 11.99%
9,387 $557,000
Q1 2024

May 01, 2024

BUY
$46.44 - $57.96 $25,867 - $32,283
557 Added 7.12%
8,382 $485,000
Q4 2023

Feb 01, 2024

SELL
$38.67 - $50.51 $44,122 - $57,631
-1,141 Reduced 12.73%
7,825 $385,000
Q3 2023

Oct 20, 2023

BUY
$40.43 - $47.13 $10,754 - $12,536
266 Added 3.06%
8,966 $366,000
Q2 2023

Jul 20, 2023

BUY
$36.72 - $42.68 $20,820 - $24,199
567 Added 6.97%
8,700 $371,000
Q1 2023

May 01, 2023

BUY
$36.23 - $48.5 $99,849 - $133,666
2,756 Added 51.26%
8,133 $304,000
Q4 2022

Jan 26, 2023

BUY
$40.23 - $47.95 $216,316 - $257,827
5,377 New
5,377 $0
Q2 2022

Jul 15, 2022

SELL
$37.43 - $49.33 $159,713 - $210,491
-4,267 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
$45.81 - $59.06 $3,985 - $5,138
87 Added 2.08%
4,267 $207,000
Q4 2021

Jan 25, 2022

BUY
$45.31 - $52.0 $189,395 - $217,360
4,180 New
4,180 $201,000

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $270B
  • Description
  • Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...
More about WFC
Track This Portfolio

Track Pds Planning, Inc Portfolio

Follow Pds Planning, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.